EVSM vs SPYM

AEVSM

BSPYM

Measures won3–1EVSM wins · of 6 · 5Y

$10,000 · 5Y$17,192SPYM

Lowest cost0.02%SPYM · $2 on $10k

Most income2.99%EVSM · $299 on $10k

Smallest drop−2.0%EVSM · worst fall in 1Y

Held in common[…]EVSM and SPYM

EVSM

SPYM

Eaton Vance Short Duration Municipal Income ETF · $1.1BState Street SPDR Portfolio S&P 500 ETF · $182B

[…]3 years · per year[…] · $18,082+21.8%

[…]5 years · per year[…] · $17,192+11.4%

0.19%Expense ratio$19 · $2 on $10k · lower wins0.02%

2.99%12-mo yield$299 · $105 on $10k1.05%

−2.0%Worst dropSmaller wins−8.9%

1.5%VolatilityLower wins13.6%

3–1EVSM wins

$10,000 · 5 yearsOne scale

Shared top holdingsEVSM · SPYM

They share no top holdings, or holdings aren’t on file […]

Held in common[…]

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AEVSM	Eaton Vance Short Duration Municipal Income ETFRead Desk		0.19%	2.99%	+0.1%	+1.8%	+2.4%	new	new	−2.0%	$1.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSPYM	State Street SPDR Portfolio S&P 500 ETFRead Desk		0.02%	1.05%	+0.3%	+8.8%	+9.8%	+21.8%	+11.4%	−8.9%	$181.7B
2	AEVSM	Eaton Vance Short Duration Municipal Income ETFRead Desk		0.19%	2.99%	+0.1%	+1.8%	+2.4%	new	new	−2.0%	$1.1B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

EVSM vs SPYM

EVSM

Eaton Vance Short Duration Municipal Income

[…]

SPYM

SPDR Portfolio S&P 500

$17,192

MeasureEVSMSPYM

Fee0.19%0.02%

Cost on $10k a year$19$2

Yield2.99%1.05%

5 years, per year[…]+11.4%

3 years, per year[…]+21.8%

Worst drop · 1Y−2.0%−8.9%

Volatility · 1Y1.5%13.6%

3–1measures won
EVSM first

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

Overlap: EVSM, SPYM

Today

[…]holdings […]

EVSMSPYM

EVSM—[…]

SPYM[…]—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$280most kept, EVSM

EVSM$299 − $19 = $280

SPYM$105 − $2 = $103

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee